Create an onboarding order for enterprise assets in the Enterprise Asset Workspace

task australia Updated Sep 10, 2026 1 min read onboard-eam-assets-workspace.md
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Create an onboarding order in the Asset operations view to initiate the onboarding of multiple enterprise assets.

Before you begin

Role required: sn_eam.enterprise_asset_technician

Procedure

  1. Navigate to Workspaces > Enterprise Asset Workspace > Asset operations.

  2. From the Onboarding list, select Onboarding order.

  3. Select New.

  4. On the form, fill in the fields.

Field

Description

Requested for

Person for whom the asset is requested.This field is optional.

Stockroom

Stockroom where onboarded asset will be stored.This field is required.

Note: When you select the stockroom, the Location field is automatically populated with the stockroom location.

Due date

Date by when the asset onboarding should be complete.This field is optional.

5. Determine whether you want to onboard assets of an existing model or a new model.

Type of asset model

Action

Existing model

In the Model field, select the asset model.

New model

  1. Select the Is new model check box.
  2. Enter the values in the following fields:
    • Manufacturer name
    • Model name
    • Model number
    • Short description
6. Select **Save**.

Result

  • An onboarding order in the Draft stage is created and displayed in the Onboarding order list.
  • The Add asset details option is displayed on the onboarding order.

What to do next

Add asset details to the onboarding order. For details, see Add details of the enterprise assets to an onboarding order.

Parent Topic:Onboarding multiple enterprise assets in the Enterprise Asset Workspace

Related topics

Add details of the enterprise assets to an onboarding order

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